Financial Advisor

Georgia Financial Advisors; Georgia; On-site; USD 65,000 - 90,000; Full time

Job summary

Georgia Financial Advisors is seeking an analyst to deliver personalized investment solutions and create comprehensive financial plans. You will cross-check work for accuracy and support senior investment professionals in client relations.

Ideal candidates hold a bachelor's degree in Finance or related field and have a solid understanding of the investment business, with a detail-oriented mindset and strong communication skills.

Qualifications

• Bachelor's degree in Finance or related field.
• Strong understanding of the investment business.
• Ability to create financial plans and ensure accuracy.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Financial planning

Client relationship management

Attention to detail

Education

Bachelor's degree in Finance or related field

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• Strong understanding of the investment business